FRANKLIN TEMPLETON ETF TR (DIVI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
186
Reporting holders
$1.5B
Reported value
0.0%
Held as options
+12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Retirement Planning Group, LLC | $260.6M | 6,100,216 | 6.62% | 15q | +7.8%+$18.8M |
| LPL Financial LLC | $229.4M | 5,368,764 | 0.05% | 17q | -2.2%-$5.1M |
| BANK OF AMERICA CORP /DE/ | $116.4M | 2,725,704 | 0.01% | 31q | +26.4%+$24.3M |
| RAYMOND JAMES FINANCIAL INC | $68.8M | 1,609,833 | 0.02% | 7q | +31.9%+$16.6M |
| Sanctuary Advisors, LLC | $40.9M | 957,291 | 0.19% | 9q | -1.7%-$714.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $40.4M | 944,961 | 0.02% | 11q | +29.4%+$9.2M |
| NewEdge Advisors, LLC | $37.4M | 876,397 | 0.11% | new | NEW |
| Legacy Financial Advisors, Inc. | $36.8M | 860,443 | 4.48% | 8q | +0.9%+$331.9K |
| MCF Advisors LLC | $35.1M | 808,938 | 1.25% | 2q | HELD |
| Cetera Investment Advisers | $34.7M | 812,033 | 0.03% | 14q | +9.5%+$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $32.3M | 756,101 | 0.01% | 15q | +102.2%+$16.3M |
| Baron Wealth Management LLC | $32.0M | 748,975 | 8.30% | 6q | +1.3%+$398.4K |
| Koshinski Asset Management, Inc. | $27.4M | 641,960 | 1.46% | 10q | +4.9%+$1.3M |
| TriaGen Wealth Management LLC | $26.1M | 610,254 | 6.52% | 16q | +3.4%+$858.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | $25.5M | 596,243 | 0.97% | 11q | +5.0%+$1.2M |
| Bank of New York Mellon Corp | $21.7M | 508,257 | 0.00% | 13q | +12.4%+$2.4M |
| HARBOUR INVESTMENTS, INC. | $21.0M | 491,712 | 0.28% | 15q | +4.3%+$860.0K |
| FRANKLIN RESOURCES INC | $18.6M | 435,715 | 0.00% | 28q | HELD |
| AllGen Financial Advisors, Inc. | $17.7M | 414,857 | 3.87% | 5q | +2.1%+$369.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $16.6M | 389,743 | 0.18% | 12q | -8.4%-$1.5M |
| STIFEL FINANCIAL CORP | $16.2M | 378,323 | 0.01% | 13q | +0.9%+$136.2K |
| Vickerman Investment Advisors, Inc. | $15.3M | 357,350 | 2.96% | 15q | -0.8%-$118.1K |
| JONES FINANCIAL COMPANIES LLLP | $13.5M | 318,793 | 0.01% | 9q | +14.7%+$1.7M |
| Equitable Holdings, Inc. | $12.4M | 290,417 | 0.07% | 17q | +25.4%+$2.5M |
| Mariner, LLC | $11.7M | 273,180 | 0.01% | 12q | -17.2%-$2.4M |
| LMG Wealth Partners, LLC | $11.6M | 271,790 | 1.86% | 14q | HELD |
| Kestra Advisory Services, LLC | $10.3M | 241,190 | 0.03% | 22q | -8.2%-$923.3K |
| AMERIPRISE FINANCIAL INC | $9.7M | 227,460 | 0.00% | 9q | -33.8%-$5.0M |
| JPMORGAN CHASE & CO | $9.1M | 213,232 | 0.00% | 13q | +5.2%+$451.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 208,293 | 0.01% | 13q | +3.3%+$282.2K |
| Integrated Wealth Concepts LLC | $8.7M | 202,522 | 0.04% | 2q | +3.5%+$289.7K |
| JANE STREET GROUP, LLC | $8.5M | 200,000 | 0.00% | 16q | -43.0%-$6.4M |
| Prepared Retirement Institute LLC | $8.4M | 196,385 | 3.57% | 9q | +11.5%+$863.2K |
| FIRST HAWAIIAN BANK | $8.0M | 186,865 | 1.01% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $7.7M | 181,281 | 0.01% | 26q | +2.9%+$220.1K |
| &PARTNERS | $7.5M | 175,627 | 0.03% | 8q | HELD |
| Joseph Group Capital Management | $7.4M | 173,555 | 1.56% | 3q | +1.1%+$83.7K |
| RFG Advisory, LLC | $6.7M | 157,947 | 0.11% | 8q | +323.8%+$5.2M |
| Mirador Capital Partners LP | $6.7M | 156,800 | 0.82% | 2q | +826.1%+$6.0M |
| Ridgeline Wealth Planning, LLC | $5.8M | 136,735 | 3.70% | 7q | -1.5%-$91.0K |
| CARY STREET PARTNERS FINANCIAL LLC | $5.8M | 136,030 | 0.13% | 7q | -1.0%-$60.6K |
| Steward Partners Investment Advisory, LLC | $5.7M | 134,473 | 0.03% | 11q | +5.1%+$279.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $5.6M | 132,173 | 0.09% | 6q | +11.3%+$572.7K |
| Sequent Planning LLC | $5.2M | 122,443 | 1.12% | 4q | +2.2%+$113.0K |
| CASTLE WEALTH MANAGEMENT LLC | $5.1M | 119,398 | 1.51% | 6q | -2.3%-$121.1K |
| MML INVESTORS SERVICES, LLC | $5.1M | 118,852 | 0.01% | 13q | +28.2%+$1.1M |
| Vise Technologies, Inc. | $5.1M | 118,704 | 0.06% | 3q | +1292.7%+$4.7M |
| Prostatis Group LLC | $5.0M | 117,400 | 1.17% | 3q | +165.6%+$3.1M |
| DEFINED WEALTH MANAGEMENT, LLC | $5.0M | 116,835 | 2.57% | 14q | -2.1%-$105.4K |
| Owen LaRue, LLC | $4.8M | 112,613 | 1.67% | 13q | +2.6%+$123.9K |
| Midwest Financial Group LLC | $4.7M | 109,924 | 1.65% | 7q | +30.8%+$1.1M |
| Private Advisor Group, LLC | $4.7M | 109,897 | 0.02% | 16q | +2.4%+$112.0K |
| Powers Advisory Group, LLC | $4.3M | 99,984 | 1.34% | 7q | +27.4%+$919.5K |
| Smartleaf Asset Management LLC | $4.1M | 95,223 | 0.13% | 4q | HELD |
| HBW ADVISORY SERVICES LLC | $4.0M | 94,753 | 0.37% | 8q | +8.3%+$311.4K |
| Visionary Wealth Advisors | $4.0M | 93,058 | 0.16% | 5q | +1.6%+$60.8K |
| CreativeOne Wealth, LLC | $3.8M | 88,019 | 0.08% | 15q | +4.0%+$144.0K |
| Capital Investment Counsel, LLC | $3.5M | 81,816 | 0.43% | 2q | +2.6%+$88.2K |
| Keating Financial Advisory Services, Inc. | $2.8M | 65,615 | 0.37% | 3q | -19.5%-$679.8K |
| Dynamic Advisor Solutions LLC | $2.6M | 60,601 | 0.07% | 4q | +8.9%+$212.1K |
| Sowell Financial Services LLC | $2.4M | 55,752 | 0.08% | 13q | +9.5%+$207.1K |
| Prospera Financial Services Inc | $2.4M | 55,466 | 0.03% | 10q | +31.7%+$570.9K |
| Henderson Brothers Financial Partners, LLC | $2.3M | 53,747 | 1.09% | 3q | -48.5%-$2.2M |
| LANE BROTHERS & CO INC | $2.3M | 53,708 | 1.50% | 3q | -2.7%-$64.8K |
| WELLS FARGO & COMPANY/MN | $2.2M | 52,290 | 0.00% | 7q | -4.7%-$110.2K |
| AQR CAPITAL MANAGEMENT LLC | $2.2M | 50,621 | 0.00% | 3q | +6.4%+$131.0K |
| Entelevest, LLC | $1.9M | 45,172 | 1.65% | 3q | +8.6%+$152.6K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $1.9M | 45,000 | 0.48% | 6q | HELD |
| Kelly Financial Services LLC | $1.9M | 44,422 | 0.41% | 5q | -3.1%-$60.7K |
| D.A. DAVIDSON & CO. | $1.8M | 42,988 | 0.01% | 4q | +6.8%+$116.4K |
| OPPENHEIMER & CO INC | $1.8M | 42,632 | 0.02% | 7q | -44.3%-$1.4M |
| Slagle Financial, LLC | $1.8M | 41,467 | 0.53% | 13q | -14.1%-$290.0K |
| First Bank & Trust | $1.8M | 41,254 | 0.26% | 4q | +18.7%+$278.0K |
| Southland Equity Partners LLC | $1.7M | 39,565 | 0.30% | 12q | HELD |
| IHT Wealth Management, LLC | $1.7M | 39,410 | 0.04% | 3q | -3.5%-$61.7K |
| Orion Porfolio Solutions, LLC | $1.6M | 36,914 | 0.01% | 10q | -9.7%-$168.9K |
| Cornerstone Wealth Management, LLC | $1.5M | 35,683 | 0.07% | 14q | +13.6%+$182.9K |
| Prota Financial, LLC | $1.5M | 34,732 | 0.97% | 3q | -10.1%-$164.8K |
| OxenFree Capital LLC | $1.5M | 34,169 | 0.67% | 11q | -28.0%-$566.8K |
| Meridian Wealth Management, LLC | $1.4M | 33,131 | 0.04% | 2q | +3.1%+$42.7K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1.4M | 31,853 | 0.26% | 13q | +8.8%+$110.3K |
| Western Wealth Management, LLC | $1.4M | 31,700 | 0.04% | 2q | +60.7%+$511.3K |
| BENJAMIN EDWARDS INC | $1.1M | 26,473 | 0.01% | 8q | HELD |
| NOVEM GROUP | $1.1M | 24,917 | 0.11% | 7q | -26.2%-$378.3K |
| Kingsview Wealth Management, LLC | $980.5K | 22,951 | 0.01% | 4q | -11.9%-$132.1K |
| Lido Advisors, LLC | $949.1K | 21,876 | 0.00% | 8q | -5.8%-$58.4K |
| Moors & Cabot, Inc. | $942.8K | 22,070 | 0.04% | 3q | +0.8%+$7.9K |
| Sigma Planning Corp | $916.5K | 21,418 | 0.02% | 5q | +1.9%+$17.0K |
| Mutual Advisors, LLC | $910.8K | 21,321 | 0.02% | 12q | -1.9%-$18.1K |
| Envestnet Portfolio Solutions, Inc. | $895.0K | 20,950 | 0.00% | 3q | +92.8%+$430.7K |
| IRON Financial LLC | $883.5K | 20,681 | 0.36% | 2q | +7.1%+$58.8K |
| TITLEIST ASSET MANAGEMENT, LLC | $862.1K | 20,180 | 0.06% | 14q | HELD |
| Geneos Wealth Management Inc. | $847.4K | 19,836 | 0.02% | 10q | +43.1%+$255.1K |
| Empower Advisory Group, LLC | $834.0K | 19,522 | 0.00% | 11q | HELD |
| J.W. COLE ADVISORS, INC. | $829.7K | 19,421 | 0.01% | 13q | +0.5%+$4.5K |
| Atria Investments, Inc | $818.2K | 19,152 | 0.01% | 5q | +134.1%+$468.6K |
| Avantax Planning Partners, Inc. | $811.6K | 18,997 | 0.02% | 2q | -6.6%-$57.2K |
| Professional Financial Advisors, LLC | $809.4K | 18,946 | 0.14% | new | NEW |
| Regal Investment Advisors LLC | $780.7K | 18,274 | 0.04% | 3q | -8.8%-$75.7K |
| TRUIST FINANCIAL CORP | $761.3K | 17,820 | 0.00% | 5q | +73.1%+$321.6K |
Showing the largest 100 of 194 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 186 | $1.5B | 35,168,241 | 24 | 80 | 50 | 0.0% |
| Q1 2026 | 174 | $1.3B | 33,582,891 | 23 | 80 | 37 | 0.0% |
| Q4 2025 | 159 | $1.1B | 27,787,093 | 24 | 69 | 30 | 0.0% |
| Q3 2025 | 141 | $1.0B | 27,073,215 | 19 | 69 | 23 | 0.0% |
| Q2 2025 | 130 | $811.2M | 22,757,932 | 17 | 63 | 24 | 0.0% |
| Q1 2025 | 120 | $645.4M | 19,793,802 | 11 | 57 | 28 | 0.0% |
| Q4 2024 | 117 | $467.4M | 15,547,845 | 15 | 42 | 30 | 0.0% |
| Q3 2024 | 104 | $474.3M | 14,359,527 | 16 | 42 | 28 | 0.0% |
| Q2 2024 | 91 | $402.5M | 12,864,306 | 12 | 44 | 24 | 0.0% |
| Q1 2024 | 83 | $389.5M | 12,107,097 | 14 | 38 | 12 | 0.0% |
| Q4 2023 | 79 | $313.4M | 10,213,119 | 17 | 36 | 16 | 0.0% |
| Q3 2023 | 64 | $262.1M | 9,390,315 | 11 | 35 | 10 | 0.0% |
| Q2 2023 | 57 | $239.9M | 8,208,627 | 19 | 27 | 7 | 0.0% |
| Q1 2023 | 41 | $152.7M | 5,311,306 | 15 | 15 | 3 | 0.0% |
| Q4 2022 | 24 | $70.2M | 2,609,237 | 9 | 8 | 2 | 0.0% |
| Q3 2022 | 16 | $13.6M | 610,327 | 7 | 4 | 1 | 0.0% |
| Q2 2022 | 13 | $4.6M | 180,257 | 2 | 3 | 2 | 0.0% |
| Q1 2022 | 14 | $3.8M | 132,111 | 1 | 1 | 4 | 0.0% |
| Q4 2021 | 14 | $3.8M | 131,925 | 1 | 4 | 5 | 0.0% |
| Q3 2021 | 13 | $3.7M | 135,529 | 2 | 5 | 2 | 0.0% |
| Q2 2021 | 12 | $3.1M | 110,175 | 0 | 6 | 1 | 0.0% |
| Q1 2021 | 13 | $2.9M | 108,470 | 4 | 3 | 4 | 0.0% |
| Q4 2020 | 11 | $1.4M | 56,239 | 1 | 5 | 4 | 0.0% |
| Q3 2020 | 9 | $1.4M | 56,370 | 3 | 1 | 3 | 0.0% |
| Q2 2020 | 7 | $1.6M | 64,625 | 0 | 1 | 4 | 0.0% |
| Q1 2020 | 8 | $2.0M | 90,766 | 1 | 1 | 2 | 0.0% |
| Q4 2019 | 8 | $2.8M | 101,805 | 2 | 4 | 1 | 0.0% |
| Q3 2019 | 6 | $2.4M | 93,277 | 1 | 1 | 3 | 0.0% |
| Q2 2019 | 8 | $988.0K | 38,352 | 0 | 2 | 4 | 0.0% |
| Q1 2019 | 8 | $1.7M | 67,461 | 3 | 0 | 5 | 0.0% |
| Q4 2018 | 7 | $2.6M | 116,866 | 1 | 0 | 0 | 0.0% |